Introduction to Investment Management


Introduction to Investment Management provides an overview of the investment management issues that affect personal trusts. It covers investment types; stock and bond selection/analysis; investment portfolio management; and economic and legal influences on investments.


Audience: Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.


Learning Objectives: After completing this course, students will be able

  • Define the types of investments used in trusts that fall within these categories: cash and liquid, fixed income, equity, mutual fund, and other investments 
  • Describe the methods used to select and analyze stock and bond investments 
  • Explain the mechanics of portfolio management 
  • Identify key client information to help clients determine investment portfolio considerations 
  • Describe economic influences regarding trust investments, including the Federal Reserve, business cycles, and economic indicators
  • Explain the legal considerations that affect actions regarding trust investments